See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA7+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $85,389 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $50,615 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,399 | $60,607+16.2% | $189,557-62.9% | $86,799-18.9% |
| Participation rate | 77.7% | 68.9%+8.8pp | 78.4%-0.8pp | 72.3%+5.4pp |
| Annual return | 13.85% | 65.18%-51.3pp | 64.17%-50.3pp | 97.91%-84.1pp |
| Employer contribution / active EE | $673 | $1,626-58.6% | $4,412-84.7% | $2,405-72.0% |
| Participant deferral / active EE | $2,867 | $3,895-26.4% | $6,174-53.6% | $4,131-30.6% |
| Admin fee / account holder | $207 | $159+30.5% | $9,807-97.9% | $170+22.2% |